Senior Accountant / Advisor, CPA firm

You’re a skilled tax and accounting professional with previous experience in an advisory role with small business clients. You will handle accounting and tax prep for multiple clients and enjoy the variety of what an advisory role offers at a modern and vibrant accounting firm. You have a CPA or EA, and you’re looking for a remote, flexible environment where you can use your knowledge to advise clients.

Job Type :

Full-time or Part-time, W2

Location : REMOTE within the US

Compensation : $80,000-$90,000

Our client, a progressive cloud accounting firm, is seeking a REMOTE Senior Accountant, Advisor to join their growing team. You will work on a portfolio of clients, while intimately getting to know them and their businesses, while working for a firm focused on building relationships with its clients.

Regular Responsibilities Include :

Your tasks in this role will vary from day to day. Our clients have has built-in, recurring deadlines that need to be met. They keep routine but avoid the mundane.

• Advise clients on their small business accounting and tax needs, including being the point of contact for your book of clients
• Review data recorded during the period by the bookkeeper and close the books monthly / quarterly; prepare reports on both a cash and accrual basis with financial analysis notes sent to the client
• Create and maintain workpapers for clients
• Prepare tax projections on a monthly / quarterly basis with ongoing planning and research for our clients, including entity structure and retirement contribution tax strategies
• Sales tax preparation
• Annual income tax preparation (individual and business)
• Budget and forecasting preparation and analysis
• Payroll oversight via Gusto, including onboarding new employees, terminating employees, managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, and new client setups
• Oversee A / R and A / P, handled by bookkeeper
• Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations, as needed
• Record bank, credit card, and merchant account information in the general ledger via bank feeds in our client’s accounting software
• As needed, troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)

Job Breakdown

Qualifications :

If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list; it’s by no means a requirement.

Requirements :

Current Client Benefits Offered :

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